Certify solved problems and is user friendly and efficient
Jennifer McBride, CMA | TrustRadius Reviewer
April 10, 2019

Certify solved problems and is user friendly and efficient

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Certify

We use it as our expense report solution for company issued credit cards. It addresses three main issues for us: 1. We have had an initiative to go paperless payment processing as much as possible and Certify has helped us do that. We no longer deal with paper expense reports and individual paper receipts. 2. Internal control. We are able to delegate responsibility for approvals via the approval workflow features. Finance is also able to check in and monitor progress as well as comment on receipts and control coding choices available to the users.3. It also streamlined our monthly close process. Once it was adopted by all of our users, the time it takes to process for both the users and the accounting department is much lower and it is a more efficient process for everyone. It removed a significant barrier to accounting commencing with month end close.
  • Ease of uploading receipts
  • Approval workflow is visible
  • Variety of reports available
  • I would like to see an administrator dash board with easy identification of where the users are in the report preparation process. Perhaps there is a report for this.
  • We estimate that it has shortened our monthly close by 3 days
  • We estimate that users save 2 hours and the accounting staff 8 hours because of the streamlined process
  • The error rate of coding has decreased significantly because we have been able to control what departments and general ledger codes are available.
  • We are planning on implementing the integration feature with QuickBooks. That will save us one hour of staff time.
The customer support team, as well as the implementation team is awesome. Very helpful and knowledgeable. They also understood the technical side of the integration with our bank's commercial card platform.
Because it is very user-friendly
We compared Certify with the Wells Fargo platform. Certify is more user-friendly.
I find that Certify is well suited for companies who have credit cards issued to users.